Journey Beyond Wealth, LLC
All 13F Filings
- Location
- Roswell, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 125,723
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 31 | 125,723 | 13F-HR | Journey Beyond Wealth, LLC |
| Q3 2025 | 10/28/2025 | 30 | 121,562 | 13F-HR | Journey Beyond Wealth, LLC |
| Q2 2025 | 7/22/2025 | 28 | 118,573 | 13F-HR | Journey Beyond Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 53.54 K | 42.6% | 3.955 K | 0 | 3.955 K |
| ETFs | 72.18 K | 57.4% | 207 | 0 | 207 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
125,723
Holdings
31
QoQ value change ($000)
4,161
(3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.